Posts tagged fiduciary
10 Questions to Ask When Hiring a Financial Advisor
10 Questions to Ask When Hiring a Financial Advisor

Let’s turn to 10 questions you should ask when hiring a financial advisor. The exact list of questions is subjective. Try to gather as much data as you can in advance by reviewing a firm’s website and the LinkedIn profiles of its advisor(s).

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, hire a financial advisor, questions to ask when hiring an advisor, questions when hiring a financial advisor, fee-only, fiduciary, commission, advisor compensation, types of financial advisors, Certified Financial Planner, CFP, how are financial advisors paid, broker, RIA, fiduciary standard, advisor ethics, wealth manager, wealth management, financial plannerComment
Defining Your Vision and Family Values
Defining Your Vision and Family Values

There are two super powerful things you can do to better understand your needs and desires out of life: define a long-term vision for you and your family, and define the values that you use to direct your day-to-day decisions.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCvision, family values, defining your vision, greatest worth, personal finance, money savvy, investment advisor, comparison, financial planning, financial anxiety, fiduciary, live with intention, long-term vision, day-to-day decisions, Life Vision, big picture goal, creating a budget, American Dream, fulfilling, abundant life, personal valuesComment